Editing legal holds

Last published : Sep 15, 2026
As an eDiscovery Administrator, you can edit legal holds that are Active. You cannot edit legal holds that are either in a Released or Archived state.
To edit a legal hold:
  1. On the eDiscovery tab, select Legal Hold Notifications.
    The All Legal Holds page appears.
  2. On the Active tab, select the legal hold that you want to edit.
    The Legal Hold — Information page appears.
    Field Description
    Hold ID Displays the unique identifier of the legal hold.
    Status Displays the Active status of the legal hold. Remember, you can edit legal holds that are Active.
    Name Displays the name of the legal hold.
    Issued Displays the date on which the legal hold was issued.
    Description Displays the description provided for the legal hold.
    Custodians Displays the custodians associated with the legal hold. The number indicates the total custodians added to the hold.
    Lead Attorney Displays the Lead Attorney associated with the legal hold. The number indicates the total custodians added to the hold.
    Notices Sent Displays the number of legal hold notices sent for the hold.
    Acknowledgements Displays the number of acknowledgments received against the total number of custodians.
    Outstanding Displays the number of custodians who have not acknowledged the notice.
    Next Reminder Displays the next scheduled reminder, if available.
    Refresh Click to refresh the legal hold information displayed on the page.
    Survey Responses Click to view responses submitted by custodians for the legal hold.The Survey Responses page appears, where you can review the acknowledgment status and questionnaire responses of custodians who received the legal hold notice. The page shows the total number of recipients, the number of custodians who have acknowledged the notice, and the number of custodians whose acknowledgment is pending.You can search for a recipient, review the recipient's response details.Click Export CSV to export the responses to a CSV file.
    Edit Hold Opens the legal hold information for editing.
    Release Hold Click to release the selected legal hold. Releasing a hold changes its status from Active to Released and indicates that custodians are no longer required to preserve information for this hold. If a hold release notice is configured, it can be sent to custodians to inform them that the hold has been released.
    Custodian Notice Click to create a notice for the selected legal hold. You can add custodians who must receive this notice, update the notice content if required, and add questions for custodians to answer. For more information, see Sending a legal hold notice to custodians.
    All Hold Notices Lists the notices associated with this legal hold.
    Type Displays the notice type, such as custodian notice or administrator notice. Each notice type can be identified by a different icon.
    Notice Displays the notice name and subject line.
    Last Sent Displays the date on which the notice was last sent.
    Acks Displays the number of recipients who have acknowledged the notice.
    Status Displays the status of the notice.
    Actions Displays the actions available for the notice.• Click the Resend to Unacknowledged icon to resend the notice to recipients who have not acknowledged it.• Click the Delete or Archive icon to delete or archive the notice, as required.
    Export Click to export the legal hold event information. The exported information includes the event date and time, the user or system that performed the event, the event type, and additional event details.
  3. Click Edit Hold.
  4. In the Edit Legal Hold window, you can do the following as required:
    • Revise legal hold name and description
    • Add one or more email addresses of lead attorney and Admin BCC Recipient. Separate multiple email addresses with semicolons.
  5. Click Save.
    The changes reflect on the Legal Hold — Information page.
  6. Else, click Refresh to update the modified details on the page.
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